Disruption is creating compelling investment opportunities for those who know where to look. Learn how to harness the power of disruption in your portfolio.
A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.
With Congress divided, our U.S.-based team of analysts argues that regulators, not legislators, could do the most to influence the U.S. investment environment.
Disruption is a constant process. Andrew Gillan discusses the opportunities that disruption can offer within Asia.
Portfolio Manager Ethan Lovell discusses a new proposal to overhaul drug pricing in Medicare Part B and what it could mean for drug manufacturers.
In this video update, Ben Lofthouse, Head of Global Equity Income, discusses the divergence in global equity markets and where he sees value for investors.
Watch George Maris, Co-Head of Equities – Americas, as he talks to Bloomberg TV about recent volatility and where his team continues to see opportunities in global markets.
The Equity Market Stress Monitor may be used to gain insight to market risk regimes, contextualize beta risk management and complement investors’ conventional risk metrics.
Portfolio Managers Greg Kolb and George Maglares discuss the diverging returns of U.S. and non-U.S. equities and how that’s shaping investment opportunities.
Investors are segmenting stocks into a bifurcated market. Our mid- and small-cap portfolio managers share the opportunities and risks.
George Maris, Co-Head of Equities – Americas, discusses the recent sell-off in U.S. equities and what it means for investors.
Alex Crooke, Co-Head of Equities, provides an overview of global equity markets and reflects on the chances of markets rebalancing following significant U.S. equity outperformance.
Subscription-based models that have disrupted the enterprise software market still have a long runway for growth, says Denny Fish.